Customer Success Manager

One of our clients, a fast-growing early-stage AI startup, is looking to hire a Founding Customer Success Manager to join its growing team.

The company develops an AI-powered platform that helps finance teams automate complex recurring workflows by learning operational processes in real time and transforming them into scalable automations. The organization already works with global enterprise customers and is experiencing growing market demand.

This is a highly hands-on individual contributor role, ideal for candidates who enjoy working closely with customers, solving operational challenges, and building scalable customer success processes from the ground up.

Key Responsibilities

• Lead customer onboarding processes end-to-end and ensure successful platform adoption
• Work directly with finance and operations teams to define use cases and deliver measurable business impact
• Analyze customer workflows, identify edge cases and exceptions, and ensure automations function reliably in real-world scenarios
• Coordinate internally with product, engineering, and operations teams to drive successful implementations
• Troubleshoot issues, remove blockers, and maintain high customer satisfaction
• Build strong relationships with key stakeholders and decision-makers
• Identify opportunities for account expansion and support renewals and value-driven conversations
• Partner with Sales teams on proof-of-concepts and customer conversion efforts
• Create scalable onboarding and customer success playbooks and processes as the company grows

Requirements

• 3–6 years of experience in Customer Success, Implementation, or related client-facing operational roles
• Previous experience in an early-stage SaaS startup environment (Series A or earlier preferred)
• Strong analytical and project management skills
• Ability to work effectively with both technical and business stakeholders
• Strong ownership mindset and ability to operate independently in a dynamic environment
• Excellent English communication skills
• Experience with finance systems, fintech, SaaS products, or workflow automation is an advantage
• Background in accounting or financial operations is a strong plus
• Native-level English speakers are preferred

What the Company Offers

• Opportunity to directly influence customers, product direction, and operational processes
• Close collaboration with founders, product, and engineering teams
• Significant growth opportunities as the company scales
• Fast-paced, execution-oriented startup environment
• Hybrid work model

Company location: Tel Aviv (Sarona/Azrieli area).

Number of employees: Early-stage startup.

This position reports to: VP Operations.